|Succession PlanningTransition PlanningWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents Overview Sales Overview FAQs Rules & Practice Tips Buyer & Seller Checklists Traditional Succession Methods Closing Your Practice Dissolving the Professional Entity Forms and Resources ⇚ Back The goal of transition planning is to enable you to achieve what you perceive …
|Succession PlanningDesignating a Custodian AttorneyWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents TDRP 13.04 Custodian’s Role Designation Portal Custodian Agreement Will & POA Text Checklist Forms and Resources ⇚ Back Designating a custodian attorney is a great place to start. It is quick, easy, and immediately provides for transition if you …
|Succession PlanningFile Management and Ensuring Password AccessWritten byThe Law Practice Management DepartmentNovember 20, 2024Share this PostTable of Contents Rules & Ethics Practice Tips Fee Agreement Language Closing Files Password Access Checklist Sample Policy ⇚ Back Managing accrued closed files can be a daunting task if an attorney has not employed file management or file retention …
|Starting a PracticeOpening a Small or Solo Law Firm in Texas: Choosing an Entity Structure and Other RequirementsWritten byThe Law Practice Management DepartmentNovember 7, 2023Share this PostThe State Bar’s Law Practice Management Department often receives questions about starting a small or solo law firm in Texas. The most common questions include whether there are specific …
Succession Planning: What Does a Custodian Attorney Do? [VIDEO]About the VIDEO Host Greg Sampson is a Board-Certified Estate Planning and Trust Attorney. He is a Member at Gray Reed & McGraw, P.C. and is the 2023-2024 Law Practice Management Committee Incoming Chair.Greg focuses his practice on the areas of estate planning and administration. He has …
A Closer Look at the Succession Planning Toolkit [VIDEO]About the VIDEO Host E. Steve Bolden is the chair of the State Bar’s Law Practice Management Committee. He is also partner at Locke Lord in Dallas, TX.Steve Bolden (Chair of the State Bar of Texas Law Practice Management Committee) highlights the Succession Planning Toolkit and the …
The Importance of Succession Planning – Designate a CustodianABOUT THE HOST Laura Gibson is the 2022-2023 State Bar of Texas President. She is a Houston-based partner in Denton US and the head of the Texas Employment & Labor Group. Gibson was the 2018-2019 chair of the State Bar Board of Directors and has served on …
Run Your Law Firm Like a Business [VIDEO]Share this VideoAre you a solo, small, and growing law firm? If you feel stuck, you need to evolve from merely practicing law to actually managing your law firm. In order to achieve long-term success, it’s necessary to transition from working in your business to working on your …
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